Retirement Specialist in Training

Corebridge Financial•Houston, TX

11d•Hybrid

About The Position

This is a paid, industry-leading training program to help you acquire the necessary licenses to be a Financial Professional with Corebridge Financial. As a Retirement Specialist in Training, you will be solely focused on studying for the SIE, Series 7 & 66, as well as the State Variable Life & Health licenses, which you are expected to obtain within 120 days of your start date. We provide you with a comprehensive study schedule, exam sponsorships, and study materials which consist of reading materials, videos, and live training. Upon successful completion of the four exams, you will become a Retirement Specialist and join our Inbound Participant Support team. Here you will gain hands-on experience supporting clients needing help with specific financial transactions and build a foundational knowledge of retirement plans, strategies, solutions, and firm systems. From here, you will embark on the rest of your journey through multiple roles that are strategically layered to develop your skillset towards becoming a Financial Advisor. These roles include proactive outreach, processing new business transactions, financial planning and developing and maintaining client relationships. The long-term goal of our department is preparing highly motivated and successful candidates into financial advisor roles, where you manage a book of business and deepen long-term client relationships. Each stage of our training and development is intentionally designed to build the skills, experience, and knowledge needed for sustained success as a financial advisor. Individuals who excel as a Retirement Specialist in Training come from different professional and educational backgrounds. Our goal is to develop individuals who work hard, have a drive for accomplishment, an interest in financial services, and a desire to grow professionally.

Requirements

Bachelor’s Degree or 2+ year’s relevant industry or customer service experience
Ability to obtain FINRA SIE, Series 7 & 66 as well as State Variable Life & Health licenses within 120 days of start date
Having SIE in advance is strongly preferred but not required.
Excellent relationship building and communication skills
Strong organizational and time-management skills
Ability to create / develop systems and efficiencies to service client needs
Ability to work and collaborate successfully within a team environment

Nice To Haves

Having SIE in advance is strongly preferred but not required.

Responsibilities

Obtain FINRA SIE, Series 7 & 66 as well as State Variable Life & Health licenses within 120 days of start date
Engage 401k / 403b participants to assist and educate them regarding current investment, insurance, and retirement planning strategies
Demonstrate ownership of client issues by assisting with account needs and following through on commitments
Strengthen client loyalty and experience by anticipating needs and providing excellent service
Collaborate and work successfully within a team environment
Consistently identify financial planning opportunities